Business Details
20 Years
experience
Your Trusted Partner for Financial Planning Solutions
Established in 2006, we are a Chartered Financial Planning firm dedicated to helping clients achieve secure and fulfilling retirements. Our team of experts, led by Chartered Financial Planner Steve Perera with over 25 years' experience, provides personalized financial strategies tailored to individual goals. Holding prestigious accreditations including Chartered status and recognition in VouchedFor's Top Rated Guide for four consecutive years, we combine technical expertise with a client-centric approach.Our services span retirement planning, investment management, and estate planning, delivered through transparent communication and a commitment to simplifying complex financial decisions. With a proven track record of client satisfaction evidenced by testimonials highlighting confidence-building and bespoke service delivery, we serve business owners, professionals, and executives across Worcestershire and beyond.
Services
Financial Planning
Investment Management
Retirement Planning
Estate Planning
Tax Advice
Details
- Year established: 2006
Highlights and features
- We are Worcestershire's only Chartered financial planning firm with 18 years' local expertise
- Our team includes Chartered Financial Planners with over 25 years' industry experience
- We provide jargon-free explanations and simplify complex financial decisions
- Recognised in VouchedFor's Top Rated Guide for four consecutive years
- We offer bespoke financial strategies tailored to individual retirement goals
Associations and certifications
- Chartered Financial Planners
- VouchedFor Top Rated Firm
What people say
Confidence in retirement
Bespoke service
Personable approach
Secure financial future
Proactive communications
Services
Financial Planning
Our comprehensive financial planning service helps clients achieve retirement security through personalized strategies. We assess individual goals, risk profiles, and financial circumstances to create tailored roadmaps for long-term stability. With Chartered-standard expertise, we simplify complex decisions about investments, tax efficiency, and estate planning while maintaining transparent communication throughout the client journey.
Investment Management
We provide strategic investment management focused on long-term growth and risk mitigation. Our approach combines market analysis with individual client objectives to build diversified portfolios. Regular reviews ensure alignment with changing circumstances while maintaining compliance with regulatory standards and industry best practices for asset allocation and performance tracking.
Estate Planning
Our estate planning service ensures clients' wishes are fulfilled through tax-efficient wealth transfer strategies. We coordinate wills, trusts, and inheritance planning while considering legal requirements and family circumstances. The service includes regular reviews to adapt to legislative changes and evolving personal situations, maintaining alignment with overall financial objectives.
Tax Advice
We offer strategic tax planning to optimize financial outcomes within legal frameworks. Our service identifies legitimate opportunities for tax efficiency across income, capital gains, and inheritance taxes. By integrating tax considerations with overall financial planning, we help clients maximize their wealth retention while maintaining compliance with HMRC regulations and reporting requirements.
Pension Advice
Our pension advice service helps clients maximize retirement income through comprehensive assessment of existing provisions. We evaluate workplace pensions, personal investments, and state benefits to create cohesive strategies. The service includes cashflow modelling and phased retirement planning to ensure sustainable income throughout retirement years.
People
Steve Perera
Chartered Financial Planner and Director
With over 25 years' experience, Steve leads our financial planning services. He holds Chartered status through the Personal Finance Society and specializes in retirement solutions. His expertise in investment strategies and estate planning ensures clients receive comprehensive, tailored advice aligned with their life goals.
Dean Poulson
Chartered Financial Planner
Dean provides expert financial guidance with a focus on retirement planning. As a Chartered Financial Planner, he combines technical knowledge with client-focused service delivery. His approach emphasizes clear communication and developing long-term strategies to help clients achieve financial security.
Questions
What makes Britannic Place different from other financial planners?
We're Worcestershire's only Chartered financial planning firm with four consecutive VouchedFor Top Rated awards. Our client-centric approach focuses on simplifying complex financial decisions through personalized retirement strategies.
Do you only work with clients nearing retirement?
While we specialise in retirement planning, we help clients at all life stages. Our services benefit anyone seeking to build financial security, whether planning for retirement or managing wealth during their career.
How are your financial planning fees structured?
We provide transparent fee structures tailored to individual needs. Our initial consultation is free, allowing us to discuss your requirements before agreeing any charges for our Chartered-standard services.
Can you help with investment portfolio management?
Yes, we offer strategic investment management services. Our approach combines market analysis with personal financial goals to create diversified portfolios that align with your risk tolerance and retirement objectives.
How do you stay updated with changing financial regulations?
As Chartered professionals, we maintain continuous professional development and adhere to strict regulatory standards. This ensures our advice remains current and compliant with evolving financial legislation.
What areas do you cover beyond Worcester?
While based in Worcester, we serve clients across Worcestershire and beyond. Our services are available to anyone seeking expert financial planning, regardless of location, through both in-person and virtual consultations.
